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Original filing (PDF)20251015100535NAL0002121779001
COMMUNITY LIVING CONNECTIONS, INC.
Form 5500
FILING_RECEIVED
COMMUNITY LIVING CONNECTIONS INC 401K
401(k) retirement plan
Active participants
155
Accounts w/ balance
104
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY LIVING CONNECTIONS, INC..
Plan sponsor
Name
COMMUNITY LIVING CONNECTIONS, INC.
EIN
20-1175640
Address
6515 WATTS ROAD · MADISON, WI · 53719
Phone
(608) 661-7947
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEGNER CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD KEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY | 41-2016508 | — | ADVISOR | $15K | — |
Investments
16 direct securities · 1 pooled fund· $4.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.7M
16 holdings
Common Collective Trust
$129K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $589K | 12.1% | |
| Nuveen Large Cap Growth Index R6 Nuveen 0 | — | — | — | $400K | 8.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $397K | 8.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $390K | 8.0% | |
| Hartford Core Equity R6 Hartford 0 | — | — | — | $370K | 7.6% | |
| Schwab Fundamental U.S. Large Comp Index Schwab 0 | — | — | — | $320K | 6.6% | |
| JPMorgan Mortgage Backed Sec R6 JP Morgan 0 | — | — | — | $313K | 6.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $313K | 6.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $307K | 6.3% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $302K | 6.2% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $298K | 6.1% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | — | — | — | $262K | 5.4% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $215K | 4.4% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $129K | 2.7% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $86K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $83K | 1.7% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $79K | 1.6% |